Howard Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,225
Closed -$272K 201
2025
Q1
$272K Buy
1,225
+2
+0.2% +$444 0.04% 146
2024
Q4
$294K Buy
+1,223
New +$294K 0.04% 150